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Portfolio (Quarterly) Guide ↗

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

· CIK 0001018561
13F Portfolio $753M AUM 223 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 62 Added 104 Reduced 10 Exited
Page 1 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 567,447.0 $56.2M 7.45% +31K +5.8% $98.98 -1.5%
2 PYLD PIMCO ETF TR 1,616,850.0 $42.9M 5.69% +110K +7.3% $26.52 -1.3%
3 SPTS SPDR SERIES TRUST 1,438,245.0 $41.7M 5.54% +136K +10.4% $29.01 -0.2%
4 IAU ISHARES GOLD TR Financial Services 500,409.0 $37.8M 5.01% +17K +3.4% $75.51 +12.7%
5 BERKSHIRE HATHAWAY INC DEL 61,023.0 $30.5M 4.05% +3K +5.6% $500.39
6 IBIT ISHARES BITCOIN TRUST ETF Financial Services 849,344.0 $28.3M 3.75% +190K +28.9% $33.29 +23.8%
7 XLE SELECT SECTOR SPDR TR 360,834.0 $19.2M 2.54% +19K +5.5% $53.11 +20.0%
8 OIH VANECK ETF TRUST 48,188.0 $17.9M 2.38% +1K +3.2% $372.03 +11.8%
9 AG FIRST MAJESTIC SILVER CORP Basic Materials 924,247.0 $15.7M 2.08% +24K +2.7% $16.96 +24.9%
10 ETN EATON CORP PLC Industrials 29,979.0 $12.8M 1.70% +29K +4989.8% $426.12 -2.5%
11 BIL SPDR SERIES TRUST 113,740.0 $10.4M 1.38% +14K +13.9% $91.64 -0.1%
12 INTC INTEL CORP Technology 67,163.0 $9.4M 1.25% +62K +1155.6% $139.63 -34.0%
13 MU MICRON TECHNOLOGY INC Technology 8,098.0 $9.3M 1.24% +7K +909.7% $1154.26 -15.6%
14 CAT CATERPILLAR INC Industrials 8,619.0 $9.2M 1.22% +8K +2314.3% $1064.93 -23.4%
15 VUG VANGUARD INDEX FDS 66,457.0 $5.7M 0.76% +55K +482.6% $86.14 +1.2%
16 VO VANGUARD INDEX FDS 57,408.0 $4.6M 0.61% +43K +285.2% $80.57 +2.4%
17 DFLV DIMENSIONAL ETF TRUST 86,988.0 $3.4M 0.46% +24K +38.8% $39.54 +5.5%
18 FTEC FIDELITY COVINGTON TRUST 11,194.0 $3.2M 0.42% +2K +21.0% $285.57 -1.1%
19 SPEM SPDR INDEX SHS FDS 51,897.0 $2.7M 0.36% +542.0 +1.1% $51.78 +0.5%
20 MSFT MICROSOFT CORP Technology 5,102.0 $1.9M 0.25% +125.0 +2.5% $373.05 +29.0%
Page 1 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.5%
Technology 27.4%
Healthcare 10.9%
Basic Materials 9.2%
Industrials 8.6%
Consumer Cyclical 8.3%
Communication Services 2.1%
Utilities 1.5%
Real Estate 0.7%
Consumer Defensive 0.5%